True North Advisors, LLC

True North Advisors, LLC (CRD# 116048) is a financial advisory firm headquartered in Dallas, TX. They manage $3,006,399,719 in 3,532 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,006
    MILLION
  • Total Number of Accounts
    3,532
    ACCOUNTS
  • Average Account Value
    $851,189
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, GA, IL, KS, LA, MO, NH, TX, VA

Financial Advisors at True North Advisors, LLC
Showing 11 - 19 of 19 top financial advisors.
11
Jamie N. Scott
CRD#: 6690658
3131 Turtle Creek, Suite 1300, Dallas, TX 75219

Jamie Scott (CRD# 6690658) is an Investment Advisor Representative working at True North Advisors, LLC in Dallas, TX and has over 7 years of experience in the finance industry. Jamie Scott has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

12
Tara L. Scottino
CRD#: 4146737
3131 Turtle Creek, Suite 1300, Dallas, TX 75219

Tara Scottino (CRD# 4146737) is an Investment Advisor Representative working at True North Advisors, LLC in Dallas, TX and has over 23 years of experience in the finance industry. Tara Scottino has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

13
Scott A. Wood
CRD#: 2114641
3131 Turtle Creek, Suite 1300, Dallas, TX 75219

Scott Wood (CRD# 2114641) is an Investment Advisor Representative working at True North Advisors, LLC in Dallas, TX and has over 32 years of experience in the finance industry.

14
Christopher H. Conlan
CRD#: 4979475
3131 Turtle Creek, Suite 1300, Dallas, TX 75219

Christopher Conlan (CRD# 4979475) is an Investment Advisor Representative working at True North Advisors, LLC in Dallas, TX and has over 11 years of experience in the finance industry.

15
Kellie L. Crewse
CRD#: 5736497
3131 Turtle Creek, Suite 1300, Dallas, TX 75219

Kellie Crewse (CRD# 5736497) is an Investment Advisor Representative working at True North Advisors, LLC in Dallas, TX and has over 14 years of experience in the finance industry.

16
Zachary A. Kuhlman
CRD#: 5773766
3100 West 7th Street, Suite 300, Fort Worth, TX 76107

Zachary Kuhlman (CRD# 5773766) is an Investment Advisor Representative working at True North Advisors, LLC in Fort Worth, TX and has over 13 years of experience in the finance industry.

17
Joseph P. Morrison
CRD#: 7825398
3131 Turtle Creek, Suite 1300, Dallas, TX 75219

Joseph Morrison (CRD# 7825398) is an Investment Advisor Representative working at True North Advisors, LLC in Dallas, TX and has 1 year of experience in the finance industry. Joseph Morrison has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

18
Matt L. Peden
CRD#: 1963156
3131 Turtle Creek, Suite 1300, Dallas, TX 75219

Matt Peden (CRD# 1963156) is an Investment Advisor Representative working at True North Advisors, LLC in Dallas, TX and has over 29 years of experience in the finance industry.

19
Madeline C. Westerhold
CRD#: 6894452
3131 Turtle Creek, Suite 1300, Dallas, TX 75219

Madeline Westerhold (CRD# 6894452) is an Investment Advisor Representative working at True North Advisors, LLC in Dallas, TX and has 1 year of experience in the finance industry. Madeline Westerhold has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

PREV ... 1 2
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.